Investment Data & Operations Leader

Guardian Life Insurance; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Guardian Life Insurance is seeking an experienced investment operations professional to lead investment data governance, security master operations, and related controls to ensure accurate, timely investment reference data supporting front, middle, and back-office activities.

The role partners with investment, operations, accounting, technology, and data management teams to maintain data quality, support platform implementations, and drive process improvements, strengthening controls and

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, Information Systems, or related field.
• 5+ years of experience within investment operations, investment accounting, data management, capital markets, asset management, or financial services.
• Prior leadership or team management experience with oversight and accountability.
• Strong understanding of investment products including fixed income, equities, and alternative investments.
• Experience with operational controls, reconciliations, data governance, and process improvement.
• Strong analytical, problem-solving, communication, and organizational skills.
• Ability to manage multiple priorities across business and technology functions.

Responsibilities

• Oversee security master setup, maintenance, and data governance processes.
• Establish and maintain data quality controls, monitoring processes, and operational governance standards.
• Partner with investment, operations, accounting, and technology teams to onboard new investment products and support changes to existing portfolios.
• Investigate and resolve data quality exceptions, reference data issues, and operational discrepancies.
• Collaborate with reconciliation, accounting, and reporting teams to support issue resolution and maintain data consistency across platforms.
• Lead operational governance activities, including metrics reporting, issue management, root cause analysis, and escalation processes.
• Support platform implementations, system enhancements, testing activities, and business transformation initiatives.
• Identify opportunities to improve operational efficiency, automate manual processes, and strengthen the overall control environment.
• Develop and maintain documentation, procedures, and governance frameworks supporting investment operations and data management activities.

Skills

Leadership experience

Data governance

Analytical skills

Communication

Organizational skills

Collaboration across functions

Portfolio knowledge

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field

Tools

Excel

Power BI

PowerPoint

Job description

Guardian Life Insurance is seeking an experienced investment operations professional to lead investment data governance, security master operations, and related controls to ensure accurate, timely investment reference data supporting front, middle, and back-office activities.

The role partners with investment, operations, accounting, technology, and data management teams to maintain data quality, support platform implementations, and drive process improvements, strengthening controls and